IQSM vs RGLO
Comparison between NYLI CANDRIAM U.S. MID CAP EQUITY ETF (IQSM, ETF) and RUSSELL INVESTMENTS GLOBAL EQUITY ETF (RGLO, ETF).
IQSM vs RGLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IQSM
$337M
RGLO
$337M
Expense Ratio
Winner
IQSM
0.15%
RGLO
0.49%
Max Drawdown
IQSM
24.17%
Winner
RGLO
9.61%
Sharpe Ratio
IQSM
0.93
Winner
RGLO
1.26
5Y Beta
Winner
IQSM
0.95
RGLO
0.99
P/E Ratio
IQSM
34.24
Winner
RGLO
27.85
Forward P/E
Winner
IQSM
16.88
RGLO
21.41
PEG Ratio
IQSM
N/A
RGLO
0.31
5Y EPS CAGR
IQSM
9.71%
RGLO
N/A
Debt to Equity
IQSM
39.68%
RGLO
N/A
P/S Ratio
IQSM
1.72
Winner
RGLO
0.13
P/B Ratio
Winner
IQSM
2.98
RGLO
6.46
IQSM vs RGLO - Holdings Comparison
IQSM and RGLO have 5 common holdings. Overlap is -2.01%
IQSM's top 25 holdings weight is 19.83%. RGLO's top 25 holdings weight is 44.16%.
| Rank | IQSM | RGLO |
|---|---|---|
| #1 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.34% | S&P500 EMINI FUT SEP26 XCME 20260918 (n/a) - 7.90% |
| #2 | TWILIO INC CLASS A (TWLO) - 1.10% | NVIDIA CORP (NVDA) - 4.88% |
| #3 | MODERNA INC (MRNA) - 0.96% | APPLE INC (AAPL) - 4.42% |
| #4 | NVENT ELECTRIC PLC (NVT) - 0.94% | ALPHABET INC CLASS C (GOOG) - 3.06% |
| #5 | OKTA INC CLASS A (OKTA) - 0.94% | AMAZON.COM INC (AMZN) - 2.90% |
| #6 | F5 INC (FFIV) - 0.92% | MICROSOFT CORP (MSFT) - 2.60% |
| #7 | US FOODS HOLDING CORP (USFD) - 0.91% | BROADCOM INC (AVGO) - 1.95% |
| #8 | MKS INC (MKSI) - 0.89% | META PLATFORMS INC CLASS A (META) - 1.84% |
| #9 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 0.88% | US DOLLAR (n/a) - 1.70% |
| #10 | GUARDANT HEALTH INC (GH) - 0.80% | ALPHABET INC CLASS A (GOOGL) - 1.45% |
| #11 | BURLINGTON STORES INC (BURL) - 0.80% | n/a (TSM) - 1.40% |
| #12 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.77% | S&P/TSX 60 IX FUT SEP26 XMOD 20260917 (n/a) - 1.29% |
| #13 | VIATRIS INC (VTRS) - 0.74% | APPLIED MATERIALS INC (AMAT) - 1.14% |
| #14 | TD SYNNEX CORP (SNX) - 0.68% | E-MINI RUSS 2000 SEP26 XCME 20260918 (n/a) - 0.91% |
| #15 | ROKU INC CLASS A (ROKU) - 0.68% | ELI LILLY AND CO (LLY) - 0.91% |
| #16 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.68% | RITC US CASH MANAGEMENT FD (n/a) - 0.85% |
| #17 | NEUROCRINE BIOSCIENCES INC (NBIX) - 0.68% | MASTERCARD INC CLASS A (MA) - 0.84% |
| #18 | STERLING INFRASTRUCTURE INC (STRL) - 0.67% | JPMORGAN CHASE & CO (JPM) - 0.79% |
| #19 | KIMCO REALTY CORP (KIM) - 0.67% | MICRON TECHNOLOGY INC (MU) - 0.79% |
| #20 | IDEX CORP (IEX) - 0.64% | UNITEDHEALTH GROUP INC (UNH) - 0.77% |
| #21 | BALL CORP (BALL) - 0.64% | STANDARD CHARTERED PLC (n/a) - 0.36% |
| #22 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.64% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 0.36% |
| #23 | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.64% | BNP PARIBAS ACT. CAT.A (n/a) - 0.35% |
| #24 | AKAMAI TECHNOLOGIES INC (AKAM) - 0.61% | CITIGROUP INC (C) - 0.35% |
| #25 | HEALTHPEAK PROPERTIES INC (DOC) - 0.61% | COSTCO WHOLESALE CORP (COST) - 0.35% |
| Total Holdings | 249 | 333 |
IQSM vs RGLO - Historical Returns
Returns include dividend reinvestment.
1M
IQSM
+0.68%
Winner
RGLO
+1.24%
3M
IQSM
+4.40%
Winner
RGLO
+4.45%
6M
Winner
IQSM
+6.91%
RGLO
+6.64%
1Y
IQSM
+16.96%
Winner
RGLO
+20.22%
Max(CAGR)
IQSM
+12.81%
Winner
RGLO
+24.13%
IQSM vs RGLO - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IQSM | RGLO |
|---|---|---|
| 2026 | +11.31% | +8.97% |
| 2025 | +8.28% | +17.38% |
| 2024 | +9.92% | N/A |
| 2023 | +16.04% | N/A |
| 2022 | +2.29% | N/A |
IQSM vs RGLO Drawdown Comparison
The maximum drawdown for IQSM was -23.66%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for RGLO was -9.61%, occurring on Mar 27, 2026. Recovery took 33 trading sessions.
The current IQSM drawdown is -2.66%. The current RGLO drawdown is -1.94%.
| Rank | IQSM | RGLO |
|---|---|---|
| #1 | -23.66% Nov 25, 2024 - Dec 10, 2025 | -9.61% Feb 26, 2026 - Apr 15, 2026 |
| #2 | -16.38% Feb 2, 2023 - Dec 14, 2023 | -4.92% Oct 29, 2025 - Dec 3, 2025 |
| #3 | -8.86% Feb 26, 2026 - Apr 17, 2026 | -4.46% Jun 1, 2026 - Jul 10, 2026 |
| #4 | -8.29% Mar 28, 2024 - Aug 30, 2024 | -3.24% Oct 6, 2025 - Oct 24, 2025 |
| #5 | -6.87% Dec 2, 2022 - Jan 11, 2023 | -3.11% Jul 24, 2025 - Aug 12, 2025 |
| #6 | -4.24% Aug 30, 2024 - Sep 17, 2024 | -2.56% Jan 12, 2026 - Jan 26, 2026 |
| #7 | -3.98% Dec 28, 2023 - Feb 9, 2024 | -2.45% Jan 27, 2026 - Feb 10, 2026 |
| #8 | -3.89% Nov 1, 2022 - Nov 10, 2022 | -2.24% May 14, 2026 - May 26, 2026 |
| #9 | -3.50% May 6, 2026 - May 26, 2026 | -2.12% Jun 10, 2025 - Jun 24, 2025 |
| #10 | -3.46% Nov 11, 2024 - Nov 22, 2024 | -2.00% Dec 11, 2025 - Dec 22, 2025 |
| #11 | -2.80% Apr 20, 2026 - May 6, 2026 | -1.94% Jul 15, 2026 - Jul 23, 2026 |
| #12 | -2.67% Oct 18, 2024 - Nov 6, 2024 | -1.65% Apr 17, 2026 - May 1, 2026 |
| #13 | -2.66% Jun 30, 2026 - Jul 23, 2026 | -1.47% Sep 22, 2025 - Oct 1, 2025 |
| #14 | -2.65% Jun 4, 2026 - Jun 12, 2026 | -1.41% Aug 28, 2025 - Sep 8, 2025 |
| #15 | -2.64% Feb 10, 2026 - Feb 26, 2026 | -1.25% Aug 14, 2025 - Aug 22, 2025 |
Correlation
Correlation between IQSM and RGLO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2022 - 2026)
IQSM vs RGLO dividend yield comparison.
| Year | IQSM | RGLO |
|---|---|---|
| 2026 | 0.47% | 0.00% |
| 2025 | 1.18% | 0.63% |
| 2024 | 1.22% | 0.00% |
| 2023 | 1.11% | 0.00% |
| 2022 | 0.32% | 0.00% |
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